Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
38.0%
% of DRUP's 50 holdings also in IGV
19.0%
% of IGV's 112 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus IGV)
Overlapping Holdings
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| Company | Weight in DRUP |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 7.3% | 7.3% |
|
SALESFORCE.COM INC | 3.5% | 9.8% | 3.5% |
|
ADOBE SYSTEMS INC | 2.7% | 5.6% | 2.7% |
|
SERVICENOW INC | 2.5% | 7.5% | 2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% | 2.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to IGV
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to IGV
|
ORACLE CORP | -7.5% |
|
SALESFORCE.COM INC | -6.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.2% |
|
SERVICENOW INC | -5.0% |
|
INTUIT INC | -3.8% |
|
ADOBE SYSTEMS INC | -2.9% |
|
MICROSTRATEGY INC-CL A | -2.4% |
|
APPLOVIN CORP. CLASS A | -2.4% |
|
PALO ALTO NETWORKS INC | -2.4% |
|
ROPER TECHNOLOGIES, INC. | -2.0% |